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SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC
CRD 289253
4341 S. WESTNEDGE AVENUE, SUITE 1201, KALAMAZOO, MI, 49008, United States
Phone
269-323-7964
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.4M
Discretionary AUM
$29.4M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $25.2M |
| High net worth individuals | 4 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD